Annualized Returns

Exclusionary Screen

As of December 31, 2021*

Alcohol Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Alcohol Portfolio 4.72% 10.68% 6.35%
Banking Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Banking Industry Group Index 32.29% 14.51% 8.03%
Casinos & Gaming Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Casinos and Gaming Index -11.70% 2.02% 3.70%
Chemical Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Chemicals Industry Index 23.69% 19.45% 12.84%
Confectionary Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Casinos and Gaming Index -11.70% 2.02% 3.70%
Fossil Fuel Transportation Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Fossil Fuel Transportation Portfolio 21.89% 16.56% 12.43%
Metals & Mining Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Metals and Mining Industry Index 42.19% 36.95% 17.83%
Oil & Natural Gas Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Oil and Natural Gas Portfolio 59.63% 7.33% 0.71%
Tobacco Industry
1YR 3YR 5YR
Transparency Index 4.59% 41.37% 34.75%
S&P 500 Tobacco Industry Index 15.05% 6.40% -2.58%

*Data shows compounded annualized returns for the periods ending December 31, 2021, excluding portfolio cashflows